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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
676
TD Waterhouse Canada
Ontario, Canada
$4.63K +$4.78K +110 +550%
BIA
677
Bell Investment Advisors
California
$4.6K
WBC
678
West Branch Capital
Massachusetts
$4.24K
Fidelity International
679
Fidelity International
Bermuda
$3.94K +$4.69K +108 New
VWWMG
680
Vermillion & White Wealth Management Group
Pennsylvania
$3.91K +$4.64K +107 New
HC
681
Hurley Capital
New York
$3.69K
ANBT
682
American National Bank & Trust
Texas
$3.65K
WIM
683
Westside Investment Management
California
$3.65K
FNWA
684
Financial Network Wealth Advisors
Utah
$3.65K +$4.34K +100 New
SIC
685
SJS Investment Consulting
Ohio
$3.43K -$130 -3 -3%
ADL
686
Asset Dedication LLC
California
$3.4K
CIAM
687
Caitong International Asset Management
Hong Kong
$3.29K +$3.91K +90 New
CT
688
Clearstead Trust
Maine
$2.88K
CH
689
Cromwell Holdings
Wyoming
$2.85K
ACM
690
Accent Capital Management
Ohio
$2.85K +$3.39K +78 New
CIA
691
Cape Investment Advisory
Georgia
$2.7K -$391 -9 -11%
FFO
692
Fortitude Family Office
Arizona
$2.67K +$1.13K +26 +55%
SHIM
693
Stone House Investment Management
Pennsylvania
$2.41K -$3.47K -80 -55%
BI
694
Binnacle Investments
Iowa
$2.3K -$825 -19 -23%
MAM
695
Marquette Asset Management
Minnesota
$2.23K +$2.65K +61 New
WAS
696
Winch Advisory Services
Wisconsin
$2.15K
SWIM
697
Smallwood Wealth Investment Management
New Jersey
$2.12K
WCM
698
Winthrop Capital Management
Indiana
$2K
CCM
699
Cloud Capital Management
Washington
$2K +$2.6K +60 New
HFS
700
Hughes Financial Services
Virginia
$1.87K